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Help Center
Programs
Home
Dashboards
Administration
Glossary of Terms
User Administration
Role Administration
Application Settings
Notification Management
Custom Properties
Storage
Dictionaries
Security
Permissions
Import and Export
Adminstration Videos
Targets
Getting Started
Summary
Workstreams
Team
Financials
Risks
Documents
To-Do's
Activity Map
Importing Data
Milestones
Issues
SubTasks
Stream
Notes
Findings
Exporting Data
Tasks
Score Ranking
NDA
Projects
General
Due Diligence
Due Diligence
External - Seller/Vendor
Internal - Devensoft User
Programs
Getting Started
Workstreams
Documents
Issues
Projects
Notes
Tasks
Summary
Stream
Risks
Milestones
Exporting Data
Importing Data
Team
Activity Map
Contacts
Contacts
Playbook
Playbook
Reports and Analytics
Reports
Devensoft M&A Videos
Due Diligence
Administration
Legal Compliance
Target
Integration
What's New
Spring 2021.R1 Release
Summer 2022 Release
Fall 2021.R3 Release
Winter 2021.R3.4 Release
Summer 2021.R2 Release
Winter 2022 R1 Release
Supplemental Materials
Feature Guides
FAQ & Tips
Release Notes
Webinars
Webinar
Help
General Questions
Packages
Package
Programs
Getting Started
Target: Basics of Devensoft M&A
Introduction to Devensoft M&A - Integrate
Program vs. a Project
How does the timeframe field work?
What is the Purpose of the Audit field in the Detail Window?
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Workstreams
How to Create a Workstream in an Integration
Deleting a Workstream
How to Filter a Workstream
Creating Permissions for a Workstream
Documents
How do you link a SharePoint or OneDrive document?
How to View Files and Folders in Documents
Creating Folder Permissions
Integrations: About Documents
Linking Documents in an Integration
How to Edit a Document
How to Delete a Document in Integrations
How to Add Documents in Targets and Integrations
How to Create a New Folder in Integrations
How to Modify Document Revisions
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Issues
Importing Issues
What is the purpose of Lessons Learned and Major Issues checkboxes?
Overview of Issues
Integrations: How Do I Export Issues
Projects
How to Delete a Project in Integrations
How to Filter a Project
About Projects in Integration
Program versus Project
How to Copy a Project
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Notes
How Do I Delete a Note From a Program?
How do I add a note to an integration
In the Notes Detail Window, What Does Current Status and Status Trend Mean?
What is the Difference Between a Recent Notes and Notes?
Tasks
How to Copy Planned to Forecast in Tasks
Summary
Clone a Program
Stream
Why Doesn't My Email Appear in Stream?
How Do I Share an Activity Stream Email?
Risks
Importing Risks
How is Probability Calculated Within a Risk?
Overview of Risks
Exporting Risks
Milestones
How to Delete a Milestone in Integrations
Integrations: How to Create a Milestone
About Milestones
How to Copy a Milestone into an Integration
Exporting Data
Exporting Data From an Integration
Integrations: Exporting Financials
Exporting Data Using the Filtering
Exporting Integration Playbook
Importing Data
Importing an Integration Playbook
Team
How Do I Remove a Person from an Integration?
What is the purpose of the link/unlink button in the Team tab?
Activity Map
How Do I Import Data
Activity Map FAQs
Integrations: Activity Map Features Overview
Status Indicator and Activity Map
Edit All Feature
How to Add Owner and Responsible Contacts in Bulk
How Does the Integration Request Update Feature Work?
How to Delete Multiple Activities
How do I Export Data
How Does the Shift Dates Feature Work?
Owner vs. Responsible
How does the percent column work?
Activity Map Enhancements
Percent (%) Complete Logic and Calculation
Redesigned Activity Map
Using the Gantt Chart
Integrations: About the Activity Map
Delete an Activity
What is the Difference Between a Program vs. a Project?
How Do I Filter Within An Integration
Using 'Bulk Edit' in the Integrations Activity Map
Request Update Error: Try Again Later
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